Financial Advisors in San Marcos, Texas (Hays County)

R. Douglas Pauley, AIF, BS, CFP, MBA
Pauley Financial is a Registered Investment Advisor with offices in the Austin, San Antonio,and Dallas-Fort Worth areas. Our business: Help people make important life choices. We provide objective, integrated planning solutions for people looking to simplify their lives, make informed financial choices, and leave lasting legacies. Our approach: We seek to be our clients' "most trusted advisor," integrating a customized investment plan to our clients' estate, tax, and insurance plans. To that end, we take a proactive role in helping clients plan for and address issues before they arise; as well as standing ready to assist when issues surface - be they small or large.... See More

ATX Portfolio Advisors ® is an independent Fee-Only (When You're Up) Investment Advisor based in Austin, TX. We work with clients both on Assets Under Management (AUM) and Hourly engagements.

Hi, I'm Angel Escobedo CFP®

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.

I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.... See More

Brandon Parkhurst, CDFA, CFP, CPA/PFS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Our mission at Parkhurst Consulting is to provide our clients with the very best in Financial Planning Services and solutions that lead them to financial independence. We will make a positive difference in other people's lives and to help them achieve their life's ambitions. We will serve our client's as their Financial Advisor, Consultant, Teacher, Coach and Confidant, and develop relationships with them that will last a lifetime.At Parkhurst Consulting, we are Fee Only Financial Planners offering comprehensive planning services to individuals. We receive no third-party commissions, removing conflicts of interest that may influence an advisor’s recommendation. We work solely for our clients, empowering them to make the best financial decisions possible. We are committed to building long-term client relationships, serving as your Personal Financial Manager. You may have had previous experiences with consultants, advisors, or planners that provided advice but lacked the commitment to implement and service your financial plan through the years. At Parkhurst Consulting, we provide unique financial strategies with the discipline to assist you in the ongoing management of your financial plan. In addition, we are Certified Public Accountants that understand the technical implications and strategies related to the implementation of your financial plan and not just the big picture.... See More

Bill Parrott, CFP
Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, TX and we provide personalized advice to families and individuals interested in a purposeful retirement. Parrott Wealth Management specializes in investment management, financial planning and retirement planning. Why Parrott Wealth Management? Faith, facts, follow-up and fees. Faith. I put my trust and faith in Christianity and know God is in control of our plans. Facts. My investment philosophy is based on financial science from the research and findings of Nobel Laureates, acedemics and industry titans. Follow Up. I have a servant's heart and believe in constant contact with an open line of communication with my clients. Fees. I'm a fee only advisor with a simple and clear fee structure. My fees are about half the industry standard allowing you to keep more of what you earn. May He give you the desire of your heart and make all your plans succeed. ~ Psalm 20:4 Plan. Invest. Repeat.™... See More

Thomas Donnelly, CFP, JD
- #1 National and California Ranked Investment Advisor - Barron's* - #1 Place to Work in Los Angeles - Los Angeles Business Journal**
- #1 Wealth Management Company in the US - FINTECH Breakthough***
Think of us as advisors with a loftier goal
Twenty years ago, our thinking was unique - put clients first and deliver institutional-quality advice to high net worth families. Today every banker, broker and advisor claims to offer the same level of service, leaving clients wondering where to turn. In all this sameness, AdvicePeriod offers a new direction. Our thinking has led us to start-up a wealth management practice that focuses on providing clients actionable advice with tangible impact.
Our efforts as complex planners and qualified fiduciaries deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future generations. Working with top industry professionals, including your existing trusted advisors, we ensure follow-through on decisions that impact your wealth.
*Lockshin team ranked #1 National 2011, #1 California 2012, 2013 **LA Business Journal Small Companies 2016 ***FINTECH Breakthrough Awards 2017... See More

At Stone Asset Management, we believe an effective financial advisor relationship is built on a commitment to personal attention.

We are an independent, fee only Registered Investment Advisor firm.

Our mission is to provide you with sensible and unbiased investment and financial planning solutions with the interests of our clients always first.

We will assist you in prioritizing and quantifying your goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.... See More

Erin Hilton, CFP
Hilton Financial Group, LLC (HFG) was established to help SMALL BUSINESS OWNERS achieve the financial success you deserve. I get you. As a business owner, I have been where you are now. You worry about growing your business, being more efficient, more competitive, more profitable, retaining top employees, providing the best service AND BALANCING all of that with your personal life. The pressure is on, but you don't have the time to optimize and organize your finances. I help you reach that "ah-ha" moment. I help you figure out what you want your life to look like and make it happen. You will be provided with the tools and strategies necessary to accomplish your goals and make life long changes.
I opened my firm, Hilton Financial Group, LLC, to really help transform the lives of as many people as possible. My goal is to provide straightforward financial advice rather than simply handing you a financial plan and waiting for my commissions to roll in or advising you to invest in products that I will get paid on. My practice is based on a passion to make personal finance easy to understand, and more importantly, to show you how to save your money, how to invest your money, how to reduce your taxes, how to pay less in fees, and make sure you have the best insurance products. I work as your personal financial coach. Just like a life coach, a financial coach is in the business of transforming your life.
We provide an alternative to the sales-driven financial services industry. Our model is mentorship-based. Your finances affect every aspect of your life and relationships. As your personal financial coach, let's fulfill your goals, dreams, and plans. Let's transform your life.

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Philip Olson, CFP
Philip and Julia Olson founded The Art of Finance LLC in 2015. They are a boutique, fee-only Financial Planning firm. They focus on helping ARTISTS and CREATIVES thrive, grow, and prosper. They speak "Fluent Creative", and understand that feelings, emotions, and intangibles really matter in personal finance. Typical "Dream Clients" for the firm could be graphic designer, professional musician, or craft-maker using Etsy to sell her goods.
Additionally, the team at The Art of Finance LLC strongly embraces modern technology. Using video and screen-share technology, they can work with clients all around the country. They use social media, video, and podcast platforms to communicate with their clients. They believe physical distance shouldn't be a boundary for families needing a great financial planner.
Weuse language that's easy to relate to, techniques that focus on teaching, and help creatives with what they actually care about -- not pushing their own agenda.... See More

Scott Hamilton, CFP, MBA
Scott Hamilton is a Fee-Only financial planner with offices in Austin, Houston, and Harlingen, TX. Hamilton Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Hamilton is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.... See More

Jason Self, CFA, CFP
Resonance Financial is a comprehensive private wealth management firm dedicated to helping people meet their financial goals. We are independent and fee-only, avoiding the conflicts of interest often seen at larger firms. Our financial planning and asset management services are customized for each client and utilize some of the top research, strategy, and planning tools available in the financial industry. We're located in Austin, but have clients throughout Texas and other states.
We adhere to a fiduciary standard, always putting our clients' interests first and never accept commissions. Qualified investors receive a complimentary first meeting to see if our approach and process is right for them... See More

We provide customized wealth management including investment management and charitable giving expertise that helps simplify our clients’ complex financial situations. We understand the needs of entrepreneurs who are considering selling their businesses or have already sold their business, and we help them plan for financial independence. Because many of our clients haven’t managed their finances for quite a while as they’ve built up their businesses, we provide guidance, education and expertise. Our clients feel informed, confident, and reassured as they enter the next phase of their lives.... See More

Carleton McHenry, CFP

McHenry Capital is an independent, boutique, fee-only retirement planning firm that focuses exclusively on individuals who are contemplating, on the verge of, or who've just recently retired. We help Baby Boomers retire more comfortably by instilling in them greater confidence, certainty, and peace of mind that they can't achieve on their own. Our firm brings a wealth of experience in helping the successful, affluent Baby Boomer seeking success in the next phase of their life - their retirement. For more information, please contact us at or visit us on the web at www.mchenrycapital.com as well as www.carletonmchenry.com




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Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We value objectivity, integrity and transparency. So we act as a fiduciary, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.... See More

Louis Kokernak, CFA, CFP
Haven Advisors is committed to your future. We don't sell financial products. We design a financial plan that includes a diversified asset allocation tailored to your personal situation. Our principal, Louis Kokernak, is an experienced financial planner who has been helping individuals like you since 1995.
The cornerstone of our life savings strategy is passive investing. Our job is to craft an asset allocation strategy for you that utilizes indexed mutual funds and exchange-traded funds. Diversification and simplicity are the hallmarks of an efficient investment portfolio.... See More